Directors host series of regional meetings for TaxAssist franchisees

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26 October 2023

Directors host series of regional meetings for TaxAssist franchisees

Growth, efficiencies, income and profit opportunities for franchisees core themes at this year’s regional meetings.

Three TaxAssist Group Directors, Daren Moore, Sarah Robertson and Mike Melling, recently travelled across the UK to deliver nine regional meetings for franchisees, to provide updates on key network information, new initiatives and to share best practice.

A range of topics were discussed including:

UK network performance
Courses on offer through the TaxAssist Training Academy
TaxAssist Practice Engine – New Best Practice guidance
User Voice
New recommended software
New pricing tool
Customer research project
Evolution of the brand
Anti-money laundering guidance
Updates on complementary business services – TaxAssist Payroll, Tax Consulting, TaxAssist Financial Services
Plans for future complementary businesses
Fee bank acquisition service
Outsourcing options

Sarah Robertson, Group Director and UK Managing Director said: “We’ve had a fantastic four weeks catching up with franchisees face to face, to update on network performance and initiatives and to share our exciting plans for the future.

“There are so many benefits to being part of our large and successful network with the power of TaxAssist driving ever greater efficiencies, growth, profit and income opportunities. We’ve had hugely positive feedback from franchisees, and I’d like to thank everyone who attended and made the events such a success.”

Alex Mathew, TaxAssist Accountants Haywards Heath, said: “It was great to attend my first TaxAssist regional meeting. An insightful and engaging day with TaxAssist Directors updating us on the positive network performance, technological advancements and further exciting plans for the group.

“As always, I found it invaluable meeting fellow franchisees, a wide array of knowledge across the board making it a powerful network to be part of.

“Thanks to all the TaxAssist team that assisted with making this a successful and productive event to attend. I am looking forward to the next one.”

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